Carson Wealth (CWM LLC)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.8K | Hold |
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|
2025
Q4 | $67K | Sell |
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|
2025
Q3 | $77K | Buy |
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|
2025
Q2 | $63K | Sell |
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|
2025
Q1 | $142K | Buy |
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|
2024
Q4 | $64K | Buy |
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|
2024
Q3 | $54K | Sell |
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|
2024
Q2 | $57K | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $814K | Buy |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $2K | Sell |
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|
2023
Q1 | $15K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $19K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $71K | Buy |
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